ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,216,719 | -11.2% | 47,691 | -8.4% | 0.02% | -10.5% |
Q2 2023 | $1,370,786 | -3.2% | 52,062 | +1.0% | 0.02% | -9.5% |
Q1 2023 | $1,416,802 | -25.2% | 51,539 | -26.1% | 0.02% | -30.0% |
Q4 2022 | $1,893,446 | +7.5% | 69,714 | -10.9% | 0.03% | 0.0% |
Q3 2022 | $1,762,028 | -47.4% | 78,208 | -36.6% | 0.03% | -52.4% |
Q2 2022 | $3,353,000 | +1.6% | 123,416 | +18.8% | 0.06% | +14.5% |
Q1 2022 | $3,300,000 | – | 103,913 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
COWA, LLC | 178,695 | $5,725,000 | 3.44% |
Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |